Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Janice Smith is an investment advisor representative at Polymath Financial, LLC. Kyle has been in the financial services industry for over 16 years. Kyle's areas of specialization include financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
04/04/2022 - Present
Polymath Financial, LLC (ORLANDO FL)
FL
12/04/2019 - 03/28/2022
LPL FINANCIAL LLC (ALTAMONTE SPRINGS FL)
FL
02/13/2015 - 12/13/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
07/08/2013 - 03/17/2015
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
01/28/2009 - 06/03/2013
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
03/14/2006 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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